Alis
@alisha_hg
Investor. Mostly Industrials & DeFi. Former ntnl spox. @HouseMajPAC, Hill staffer and team @danielsgoldman. Never financial advice.
Evil and cruel. Millions of lives will be lost and millions more will suffer when it was all preventable.
U.S. Quietly Drafts Plan to End Program That Saved Millions From AIDS PEPFAR, the campaign to end H.I.V. globally, would morph into an effort to detect disease outbreaks and sell American products, according to documents obtained by The Times. nytimes.com/2025/07/23/hea…
IMO this deal also helps to embed current US trade policy well beyond the Trump administration. If there was some symmetry in the deal, a future US president could use lowering EU tariffs as a "win" to lower US tariffs. But they can't if the EU drops all retaliatory measures.
What I worried about has happened. A completely unequal “deal” between the US and the EU. Have no doubt: asymmetric 15% tariffs are a EU defeat. When the law of the jungle prevails, the weak have little choice than to accept their fate. But Europe could potentially have been…
private credit move aside, crypto is hot hot hot:
NEW: It’s the hottest trade of the summer. And most improbable. I explore with @Vlajournaliste
Best job in all of @F1 is being a full wet tire. Get to go to all of the races and never have to leave your snuggly blanket or do any work.
One of the recently-hatched Mallard ducklings of Central Park's Turtle Pond.
Not wearing sandals this summer to avoid ridiculous tan lines on my feet